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The lower middle market, served the way it should be

We focus on the deals between $1M and $75M — too important for a shortcut, and too often overlooked by the firms built for billion-dollar transactions. Whoever you are in the transaction, we give you the financial truth you need to act.

Buy-Side

Independent Sponsors

You’ve found the deal — now you have to convince capital partners it’s real. Greenwood delivers institutional-quality diligence that stands up to LP and lender scrutiny, helping you raise with credibility and close with conviction.

  • LP- and lender-ready QofE and findings
  • An independent, third-party view that builds investor trust
  • Working capital and debt analysis to sharpen your structure
  • Turnaround that respects your exclusivity window

Raise with credibility

Independent third-party diligence is often the difference between a soft circle and a committed check. We give your capital partners a reason to say yes.

Buy-Side

Searchers & ETA

It’s frequently your own capital, your reputation with investors, and one shot to get it right. We pressure-test the target’s financials with the rigor of a much larger firm, sized for the realities of a search, so your first acquisition is the right one.

  • Diligence built for the realities of a search
  • Plain-English findings and a live walkthrough
  • Experience with self-funded and traditional search models
  • A second set of expert eyes before you sign

One shot, done right

There is no second chance at your first acquisition. We make sure the numbers are exactly what they appear to be before you commit.

Buy-Side

Private Equity Funds

For platforms and add-ons in the lower middle market, you need a diligence partner who delivers institutional rigor without institutional drag. Greenwood plugs into your process with responsive, senior-led teams and reports built to your standards.

  • Scalable support for platforms and bolt-on acquisitions
  • Senior attention on every file — no surprises late in the process
  • Working capital pegs and debt-like schedules built for the SPA
  • Responsive turnaround that keeps your timeline intact

A partner for your pipeline

From the first add-on to the next platform, a consistent diligence partner who already knows how you like to work.

Sell-Side

Business Owners

Whether you’re heading to market or simply want to understand what you’ve built, we give you a clear-eyed view of your company’s value — and prepare your financials to withstand a buyer’s scrutiny so you sell from a position of strength.

  • Sell-side QofE to find and fix issues before buyers do
  • A grounded, defensible view of value
  • A normalized earnings story that protects your price
  • Confidence and control heading into negotiations

Sell from strength

The numbers tell your company’s story. We make sure they tell it clearly, credibly, and in your favor.

Wherever you sit in the deal

Let’s get you the clarity to move

Tell us about your transaction and we’ll show you exactly how we can help.